JOE CA Chartered AccountantsJOE CA Chartered Accountants

Pricing Plans

Fixed fees. Real value.

Choose a plan that suits your business — our expertise and support at a set price, so you can reach your goals without surprise bills. If you're not 100% happy, we offer a 30-day money-back guarantee.

GST Registered

Built for growing businesses

Three plans designed to match where you are — from tax basics through to regular reporting and strategic meetings.

Advice & Tax Obligations

My Business

$140/ month
  • We meet to discuss your business and goals, then gather what's needed so you only pay the right amount of tax — less stress, less time, less money.
  • We prepare your annual financial statements, using our tax expertise to minimise your tax bill or maximise your refund, and share suggestions to help you reach your goals.
  • We file your tax returns and handle any IRD questions on your behalf. Our tax reminders help you avoid costly IRD penalties and interest.
  • As your IRD intermediary we handle IRD correspondence — freeing you up to concentrate on your business. We're great at tax planning and advocating on our clients' behalf.
  • Phone calls, emails, popping in to run something past us, Xero setup and guidance — it's all part of the service. No surprise bills.
Call JOE CA today
Most popular

GST + Companies Office Obligations

Peace of Mind

$165/ month
  • Everything in My Business.
  • Every two months we check your records and file your GST returns — making sure you're claiming everything you're entitled to.
  • We keep you up to date with Companies Office requirements and file your Annual Return.
Call JOE CA today
Best value

Reporting & Meetings

Thrive & Grow

6-monthly reporting & meetings$200/mo
Quarterly reporting & meetings$300/mo
  • Everything in Peace of Mind
  • Management reports with analysis and commentary so you know exactly how you're tracking.
  • Management meetings to evaluate progress and plan the next period's targets.
  • Choose the cadence that suits your business — 6-monthly or quarterly.
Call JOE CA today

Non-GST Registered

Business & rental investors

A simple fixed fee for sole traders, contractors and rental investors who aren't registered for GST.

Not GST Registered

Business & Rental Investors

$80/ month
  • We meet to discuss your business and goals, then gather what's needed so you only pay the right amount of tax — less stress, less time, less money.
  • We prepare your annual financial statements, using our tax expertise to minimise your tax bill or maximise your refund, and share suggestions to help you reach your goals.
  • We file your tax returns and handle any IRD questions on your behalf. Our tax reminders help you avoid costly IRD penalties and interest.
  • As your IRD intermediary we handle IRD correspondence — freeing you up to concentrate on your business. We're great at tax planning and advocating on our clients' behalf.
  • Phone calls, emails, popping in to run something past us, Xero setup and guidance — it's all part of the service. No surprise bills.
Call JOE CA today

Strategic Financial Leadership

Virtual CFO partnership

A dedicated, ongoing partnership for businesses ready to scale. Monthly management reports, budgets and cash-flow forecasts, strategic meetings, and hands-on implementation of the systems, processes and controls that build long-term value.

Best value

Best value

Whole Day per month

$1,900/ month
  • A full day a month dedicated to your business.
  • Deeper strategic input — bigger moves, faster execution.
  • Hands-on implementation of systems, processes and controls.
Call JOE CA today

Flexible engagement

Half Day per month

$1,000/ month
  • Half a day a month focused on what moves the needle.
  • Strategic guidance and accountability without the full-day commitment.
  • A great way to step into CFO-level support.
Call JOE CA today

All prices in NZD and exclusive of GST where applicable. Final fees confirmed after a no-obligation chat.